Financial Advisor Assistant & Client Onboarding Specialist
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-14
Listing for:
Renaissance Financial Corporation
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
-
Business
Job Description & How to Apply Below
Renaissance Financial Corporation in Phoenix seeks a full-time Personal Assistant to support the Financial Advisor with client servicing and onboarding, ensuring smooth daily operations for both existing and expanding client bases.
You will schedule appointments, prepare account summaries, manage onboarding paperwork, and help with data reporting using Excel and Outlook. Strong organizational skills, initiative, and the ability to work independently are essential.
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